Client Accounting Advisory Services (CAAS) Senior Manager

We are a rapidly growing accountancy firm established in Fresno and rapidly expanding throughout the US. We will be adding 50 new hires in the upcoming two years. Come check us out!

Job Details:

We are seeking a dynamic and dedicated individual to join our team as a Permanent Client Accounting & Advisory Services (CAAS) Senior Manager. This exciting role involves managing our division's client portfolio, overseeing the client onboarding process, and developing and managing the division budget. The successful candidate will also be responsible for the assignment of client services to staff and will monitor the status of work deliverables. This is an excellent opportunity for a motivated professional to contribute to a vibrant and growing company while advancing their career in the finance industry.

Responsibilities:

• Manage the client onboarding process to ensure a smooth transition and excellent customer experience
• Oversee the division's overall client portfolio, ensuring the highest level of service and satisfaction
• Develop and manage the division budget, anticipating and communicating budget issues as they arise
• Identify opportunities to improve engagement profitability and assist with billings
• Assign client services to staff and monitor the status of work deliverables (WIP tracking)
• Review staff deliverables for accuracy and completeness
• Follow up on all referred opportunities and meet with prospective clients to develop estimates for potential accounting and consulting services
• Participate in hiring processes for division staff
• Supervise staff, including coaching, advising, and supporting team members in meeting client and professional development expectations
• Conduct periodic discussions with all staff and manage their professional development
• Participate in firm marketing efforts at levels in line with the position
• Develop and maintain technical knowledge of GAA and tax regulations as they pertain to accounting services
• Master the functionality and compliance of accounting software utilized by clients
• Share and transfer knowledge with team members and develop a network of resources within the firm to facilitate the sharing of information
• Attend continuing professional education to further develop knowledge and skills

Qualifications:

• Minimum of 3+ years of experience in a similar role in the finance industry
• Proven ability to manage client portfolios and develop budgets
• Strong understanding of GAA and tax regulations as they pertain to accounting services
• Proficiency in accounting software
• Excellent communication and leadership skills
• Strong problem-solving abilities and attention to detail
• Proven ability to coach and support team members
• Demonstrated commitment to professional development
• Bachelor's degree in finance, accounting, or a related field is required
• CPA or equivalent certification is strongly preferred